| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 938 |
| Technical Name |
gb_month_end_close_checklist_workflow |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 938 |
| Technical Name |
gb_month_end_close_checklist_workflow |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
| Versions | 18.0 19.0 |
Month-End Close
Close checklist, sign-off, lock-period gate and recurring calendar
Stop managing the close in spreadsheets and email. Define a reusable checklist template of close tasks — reconcile bank, accruals, depreciation, intercompany, review P&L — with assignees, sequencing and due-day offsets, then generate a close run for any period in one click. The run drives a workflow with reviewer sign-off and a lock-period gate, so a month cannot be closed until every required task is signed off.
Key Features
Reusable Templates
Build a checklist template with categorised tasks, default responsible and reviewer, required flags, sequencing and due-day offsets — ready to clone every month.
Task Workflow
Each task moves draft to in-progress to done, can be flagged as a blocker with a reason, and is reviewer signed-off with a recorded user and timestamp.
Period Lock Gate
A run cannot complete until all required tasks are signed off, and on completion it can set the company's lock date so no one posts into a closed month.
Recurring Calendar
A monthly cron opens the next close run automatically and assigns due dates, so the close starts on schedule without manual setup.
Live Dashboard
Per-run progress, done and signed-off counts, blocker counts and overdue flags give the controller a real-time view of where the close stands.
Accountability
Responsible and reviewer per task, sign-off audit and tracking on key fields make ownership and review trail explicit.
Screenshots
Generate Close Run
Close Runs
Close Tasks
Close Templates
Why Choose This Module
Build a checklist template with categorised tasks, default responsible and reviewer, required flags, sequencing and due-day offsets — ready to clone every month.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: LGPL-3
- Languages: 35+
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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